Employer Invoicing

Invoicing & Recurring Fees

Invoicing in the billing module provides a push-button tool to generate invoices that can be emailed or downloaded and printed, then sent to employers for payment. Invoice tracking can be easily monitored in the billing platform and allows for quick and easy follow up on outstanding payments.

The Employer Invoicing platform allows you to automatically generate combined invoices for Admin Fees, COBRA Enrollments and QEs, Reimbursements and Account Contributions through recurring fees that may fluctuate each month.

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Employer Invoicing Management Tools

Customer Invoices

View, track and re-send customer invoices

Recurring Fees

Manage recurring customer fees

Sales Entities

Maintain sales entities’ contact information and files

Commission Reports

Administer, create and send commission reports for sales entities

Sales Entities & Commission Results

The Employer Invoicing platform enables all information related to sales entities (W9, Contact and Billing Information) to be stored in one place. Commission reports help streamline the process by supplying a PDF of the commission to be paid for a select period on paid invoices. The system calculates these amounts based on the account set up by client within the billing module including the product type; FSA, HRA, etc.

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